Canvas Wealth Advisors’s IDEX IEX Stock Holding History

Canvas Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,639	Closed	-$274K	–	224
2025 Q3	$274K	Buy	+1,639	New	+$277K	0.05%	164

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Canvas Wealth Advisors's IEX Position: Q4 2025 in Review

Canvas Wealth Advisors sold out of IDEX (IEX) in Q4 2025, closing a stake of 1,639 shares — an estimated $274K sold.

Canvas Wealth Advisors first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $274K in Q3 2025. 629 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Canvas Wealth Advisors reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Canvas Wealth Advisors sold 1,639 IDEX shares in Q4 2025, an estimated $274K.
Canvas Wealth Advisors first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
Canvas Wealth Advisors's IDEX position peaked at $274K in Q3 2025.
629 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Canvas Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.